Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.85B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.4M
3
+$10.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.66M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.54M

Top Sells

1
+$8.58M
2
+$6.96M
3
+$6.59M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.14M
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$5.72M

Sector Composition

1 Industrials 4.28%
2 Healthcare 3.93%
3 Consumer Staples 3.92%
4 Communication Services 3.7%
5 Financials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.93M 0.08%
41,703
-1,321
227
$4.93M 0.08%
265,620
+71,040
228
$4.92M 0.08%
95,624
+7,158
229
$4.91M 0.08%
63,675
+2,720
230
$4.86M 0.08%
2,729
+245
231
$4.85M 0.08%
114,511
+64,714
232
$4.85M 0.08%
59,040
-16,006
233
$4.84M 0.08%
40,656
+22,246
234
$4.82M 0.08%
399,040
-576,040
235
$4.81M 0.08%
227,575
+203,827
236
$4.8M 0.08%
163,486
+69,345
237
$4.79M 0.08%
72,187
+5,109
238
$4.77M 0.08%
83,136
+22,713
239
$4.76M 0.08%
29,463
+1,716
240
$4.73M 0.08%
64,900
+2,557
241
$4.72M 0.08%
147,020
+3,612
242
$4.69M 0.08%
89,046
+4,020
243
$4.67M 0.08%
497,802
-7,596
244
$4.65M 0.08%
130,341
+31,568
245
$4.61M 0.08%
212,197
-9,013
246
$4.6M 0.08%
164,977
-5,311
247
$4.58M 0.08%
56,908
-1,007
248
$4.52M 0.08%
33,183
+7,019
249
$4.5M 0.08%
120,294
+24,462
250
$4.48M 0.08%
35,141
+18,983
8 9
10
11 12